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Thad Davis

Thad Davis

Portfolio Manager at Aureus Asset Management, LLC

Boston, MA , United States

About

Thad Davis is the President, Chief Executive Officer, and Portfolio Manager at Aureus Asset Management, LLC in Boston, MA. He joined Aureus at its founding in 2005 and serves as co-portfolio manager of the firm's Core Equity Strategy, overseeing investment portfolios and leading a team focused on tailored wealth management for high-net-worth individuals, families, and institutional investors.

Davis specializes in U.S. large-cap and small-cap value equities, company valuation, and equity research, with deep expertise in core equity investment and wealth management strategies. Prior to Aureus, he held senior roles at Bear Stearns Asset Management, where he managed value equity portfolios, and at Putnam Investments as a portfolio analyst, providing him a broad foundation in both equity analysis and portfolio strategy.

He holds a Bachelor of Arts from Harvard College, an MBA in Finance from NYU’s Stern School of Business, and is a Chartered Financial Analyst (CFA) charterholder. Thad Davis is also recognized for his leadership, service on nonprofit finance and audit committees, and achievements in building and guiding teams dedicated to client-centered investment management in the asset management industry.

Career History

OrganizationRoleDate RangeDetails
Aureus Asset ManagementPortfolio ManagerMay 2005 to Present
Bear Stearns Asset ManagementEquity AnalystMar 2002 to May 2005
Putnam InvestmentsPortfolio AnalystJan 1998 to Jan 2001
Banc of America SecuritiesResearch AssociateJan 1997 to Jan 1998
Montgomery SecuritiesResearch AssociateJan 1994 to Jan 1998

Education

New York University

Master Of Business Administration, Finance

2001 2003

Harvard University

Bachelor Of Arts, English

1989 1993

St. George's School

1985 1988

Others at Aureus Asset Management, LLC (5)

NameRoleLocation
B
Brennan Jones
PartnerAndover, MA , United States
Carlos Shigueta
Carlos Shigueta
PartnerBoston, MA , United States
Connor McCarron
Connor McCarron
Trader and Research AssociateBoston, MA , United States
Mark Lacamera
Mark Lacamera
PrincipalBoston, MA , United States
Rayan Seif
Rayan Seif
Research AnalystBoston, MA , United States

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